index fund和ETF怎么区别？--index fund是指以特定指数为标的的基金，并没定义场内和场外，包括封闭式指...
fund distributions. The tax cost ratio for each fund type (index and non-index) was subtracted from the S&P 500's average return over that time period (12.56% per year), and that net-of-tax-loss return was used to calculate how much $100,000 would have grown over the 10-year period...
Bond Index fund. This would give you access to the large-cap, small-cap, and bond segments of the U.S. stock market. You’d still want to add some international exposure, but it’s a fairly good start—and shows why many investors do begin their journey with such index funds. Index...
Index Fund FAQs You can buy and sell index funds by opening an investment account. If you open an investment account with a bank, credit union or another financial institution, they can help you select an index fund that’s right for you. Alternatively, you can select index funds yourself ...
The S&P 500 has had a long-term average annual gain of 9.2%, so investing in a fund that tracks its performance would have been a pretty good option over the last few decades. It’s a rare mutual fund or ETF that can beat that kind of average annual return year after year. But rem...
COST IS ONLY ONE CONSIDERATION IN CHOOSING A FUND INDEX FUNDS ARE PROFESSIONALLY MANAGED CONTINUE YOUR INVESTMENT JOURNEY Stay connected with iShares and explore additional resources designed to help you pursue your financial goals. EXPLORE Choose your investment goal ...
For a fund that is not tied to an index, the manager and their team research stocks and actively buy and sell holdings, trying to maximize the shareholder’s return. Obviously the people doing this work want to be paid, and they are paid through management fees, also called the expense ...
The first index fund was created in 1975 byVanguardfounder John Bogle. Some believe that Bogle’s philosophy was based on the bookA Random Walk Down Wall Streetby Burton Malkiel, which argued that one cannot consistently outperform the market averages. To this date, Bogle (now retired from Van...
Another disadvantage has to do with what's calledmarket-cap weighting, which many index funds use. Companies with higher market capitalizations have a more significant influence on the fund's performance in such funds. This concentration can lead to being too tied to the fate of a few large ...
Althoughindex fundsdo attempt to replicate highly similar performance compared to their respective indices, no fund's performance is guaranteed to be the same as similar funds; nor will a fund necessarily replicate the index it tracks. Although the differences between index funds can be subtle, the...